Guided intake for technical project quotes
A customer submits the technical request once. Sales and engineering then qualify it, assign an owner, and prepare the quote from the same record.
No sign-in. The request you submit appears on the desk in this browser.
Sample record
RFQ-2026-0147
Robotic palletizing cell
Northline Manufacturing
“Layout is complete enough for an initial reach study. Confirm ceiling clearance before concept review.” Maya Chen
The customer never sees the desk. The desk never asks for the same information twice.
Customer intake
Who should receive questions about the work.
Type, title, and a plain-language overview.
The questions change for automation, fabrication, equipment, or engineering.
Drawings and references stay with the request.
The customer confirms the record before it reaches the desk.
Operations desk
Search the queue and filter it by stage.
Set status, priority, and the person responsible.
Answers, files, notes, and activity stay on one request.
Print a summary when the quote is ready to share.
Every request sits in one stage. The team moves it as the work changes.
01
Arrived, and not yet qualified.
02
Commercial fit is confirmed.
03
Scope, files, and constraints are being assessed.
04
Blocked on the customer before a quote can be prepared.
05
Ready for commercial release.
06
Completed, or will not be quoted.
Use the sample project, submit it, and open the same request on the desk.